NXP Semiconductors stock: Q3 growth meets softer Q4 outlook
Published on 10/29/2026 at 17:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSQ3-Stärke trifft vorsichtigeren Ausblick
- NXP steigerte den Umsatz im dritten Quartal 2026 um 19 Prozent auf 3,786 Milliarden US-Dollar.
- Der Vorstand genehmigte zusätzliche Aktienrückkäufe im Umfang von 5 Milliarden US-Dollar.
- Für das vierte Quartal stellt das Unternehmen 3,75 bis 3,95 Milliarden US-Dollar Umsatz in Aussicht.
NXP Semiconductors reported a strong third quarter on October 27, 2026, while its forecast for the final quarter was more measured. In the company's official results release, revenue rose 19 percent year over year to USD 3.786 billion for the quarter ended September 27.
What has changed since the last report
The new release adds a completed quarterly result to the previously reported earnings setup. Non-GAAP diluted earnings per share increased 35 percent year over year to USD 4.20, while non-GAAP operating margin rose to 37.1 percent from 33.8 percent. Operating cash flow was USD 1.256 billion and non-GAAP free cash flow reached USD 1.206 billion.
Automotive revenue increased 13 percent to USD 2.070 billion. Industrial and Internet of Things revenue grew 39 percent to USD 802 million, while communications infrastructure and other revenue rose 54 percent to USD 503 million. Mobile revenue declined 4 percent to USD 411 million.
The board also authorized an additional USD 5 billion share-repurchase program after the quarter ended, alongside USD 1.3 billion remaining under the previous authorization. That is a new capital-return commitment compared with the company's earlier reporting position.
Guidance sets the next test
For the fourth quarter, NXP guides to revenue of USD 3.750 billion to USD 3.950 billion and non-GAAP diluted earnings per share of USD 4.14 to USD 4.58. The midpoint implies 15 percent year-over-year revenue growth. Management also said that data-center revenue should exceed its earlier USD 500 million 2026 outlook and reach more than USD 1 billion within a couple of years.
For investors, the latest figures show improving profitability and several growth drivers, but the guidance keeps execution in automotive and other end markets central to the next assessment. The company's chief executive Rafael Sotomayor identified software-defined vehicles, data-center infrastructure and Trusted Physical AI as longer-term opportunities.
The Lang & Schwarz quote was EUR 227.28 at 16:11:42 Berliner Zeit on October 29, 2026. This compares with EUR 224.03 in the relevant own report published on October 27, an increase of 1.45 percent; it is a separate comparison from any Xetra daily close.
Investors can follow the real-time quote of NXP Semiconductors stock during the session.
NXP Semiconductors at a glance
- Company: NXP Semiconductors N.V.
- ISIN: NL0009538784
- Ticker: NXPI
- Primary exchange: Nasdaq
- Lang & Schwarz quote: EUR 227.28 on October 29, 2026, at 16:11:42 Berlin time
- Change since own report: EUR 224.03 on October 27, 2026 to EUR 227.28, plus 1.45 percent
- Sector: Technology
- Industry: Semiconductors
The broader market backdrop is available in the S&P 500 market overview.
